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Is the AI Chip Bubble Bursting? Watch the Fab, Not the Ticker

A Chinese AI model (Kimi K3) helped wipe a trillion dollars off chip stocks this week — the worst week for semiconductors since 2025 — and the internet is screaming "AI bubble." But here's what nobody's telling you: that's a stock story, not a factory story, and they're pointing in opposite directions. In this video…

17 Jul 20262:11tip inside
FabSpeak
One story a week from AI and semiconductor manufacturing, taken apart at the layer that decides whether it ships. No sponsorships, no vendor endorsements, no invented numbers.
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